Sales & CRM

Customer & CRM — Built for Indian Enterprises

Streamline leads, pipelines, activities, and account health with role-based workflows, audit trails, and integration-ready APIs.

Why Teams Choose Customer & CRM

  • Workflow Automation: It automates repetitive operational tasks, such as follow-up emails, data entry, and meeting scheduling.
  • Enhanced Collaboration: It serves as a shared workspace, bridging the communication gaps between sales, marketing, and support.
  • Data-Driven Forecasts: It builds visual reporting dashboards to track real-time pipeline changes and predictable revenue trends

At a Glance

40%
Less Manual Entry
2×
Faster Closings
360°
Audit Visibility
24/7
Cloud Access

Complete Feature Set

Everything you need for day-to-day operations — configured for Indian business workflows.

🔑

Lead management

Configurable with role-based access, approvals, and full audit history.

📈

Opportunity pipeline

Configurable with role-based access, approvals, and full audit history.

🏢

Customer master

Configurable with role-based access, approvals, and full audit history.

📇

Contact management

Configurable with role-based access, approvals, and full audit history.

📅

Appointments & follow-ups

Configurable with role-based access, approvals, and full audit history.

📣

Email & SMS campaigns

Configurable with role-based access, approvals, and full audit history.

More Capabilities

📍

Territory management

Configurable with role-based access, approvals, and full audit history.

🎖️

Sales person management

Configurable with role-based access, approvals, and full audit history.

🏷️

Customer groups

Configurable with role-based access, approvals, and full audit history.

📜

Contracts

Configurable with role-based access, approvals, and full audit history.

📊

Sales analytics

Configurable with role-based access, approvals, and full audit history.

Platform in Action

Customer & CRM — view 1
Customer & CRM — view 2
Customer & CRM — view 3

Trusted by Growing Businesses

★★★★★

"We launched a multivendor marketplace in weeks while keeping finance and inventory on the same ERP backbone."

P
Priya Sharma
COO, Nexus Retail Group, Nexus Retail
★★★★★

"Batch tracking and GST workflows reduced our compliance overhead significantly. The module library fits how we actually operate."

A
Arjun Mehta
Director, Horizon Pharma, Horizon Pharma
★★★★★

"Hotel POS and accounts finally speak the same language. Reporting is something our leadership trusts daily."

S
Sneha Reddy
Founder, UrbanStay Hospitality, UrbanStay

Frequently Asked Questions

Yes. Activate only this module or combine it with related ERP modules as you scale.
Typical rollouts range from two to six weeks depending on data migration scope and integrations.
We provide administrator training, user guides, and optional on-site workshops during go-live.

Deploy Customer & CRM on Cloud

Schedule a personalised walkthrough with our solution consultants.

Request Demo